JotForm Report Builder FAQ

Read these most frequently asked questions and their answers to learn how Reports can help you automate polished, designed reports.

  • What is JotForm Report Builder?

    JotForm Report Builder is a powerful reporting and presentation tool that you can use to create charts, infographics, and presentations with your form data.

  • How can I access JotForm Report Builder?

    To create your first report, start by building a survey, poll, or other type of form and collecting some submissions. Then go to the My Forms page, choose the form you would like to create a report for, and follow these instructions:

    1. Hover over a form and select More.
    2. Select Open in Reports.
    3. Enter your report name, and choose which type of report you want to create.

    You can also go to the My Reports page to see reports you’ve already created.

  • Which pricing plans include JotForm Report Builder?

    JotForm Report Builder is available on every plan. So whether you’re on our full-featured free plan, or you’ve upgraded for additional storage or HIPAA compliance, you can always create professional reports to showcase your form data.

  • How many reports can I create?

    As many as you’d like! There are no limits on the number of reports you can create.

  • How can I create a report automatically?

    If you don’t feel like building a report template from scratch, select the Extended or Compact Report layout to generate your report and auto-populate it with your form data.

  • Can I download my report as a PDF?

    Yes, you can download your report as a PDF by clicking on the download icon in the JotForm Report Builder.

  • Can I download my report as a PowerPoint?

    Unfortunately, this feature is not currently available.

  • Can I share my report?

    Yes, JotForm Report Builder allows you to share your reports with coworkers, clients, stakeholders, and more. Make your reports public, private, or limit access to members of your company only. You can even set a custom expiration date to control how long users can access your reports.

  • Can I embed my report?

    Yes. Without doing any coding, you can display your live report wherever you want. Simply copy and paste the auto-generated embed code to embed the report directly in your website or content platforms such as Medium or WordPress. Embedded reports will update automatically with real-time data!

  • Can I import my own data to create a report?

    Yes, you have the option to import additional data as CSV or Excel files to a specific form in your JotForm account. Our Report Builder will then be able to generate reports using the data in the imported files.

  • When a new submission is received, will my report be updated?

    Yes! Your real-time report will update automatically with each new submission, giving you the most accurate data as quickly as possible.

  • Can I apply filters while creating my report?

    Yes, you can easily filter your report to organize and display relevant data. Just click the Filter icon next to the search bar, select a form field, and add conditions for the filter.

  • Is it possible to use data from multiple forms to create a single report?

    Unfortunately, no. Currently our Report Builder is only able to auto-generate reports based on submissions from one form at a time.

  • Can I edit my report’s chart data?

    No, not from our Report Builder. Since the data presented in your chart is directly based on form submissions and imported data, the only way you can edit your chart’s data is by editing the submissions.

  • Can HIPAA accounts use JotForm Report Builder?

    Yes, users with HIPAA compliance included in their Silver or Gold plan can use our Report Builder to generate reports for patient feedback and medical data.

  • Is JotForm Report Builder available for Enterprise accounts?

    Yes, JotForm Report Builder is available for JotForm Enterprise users. Please contact our Enterprise sales team for more information.